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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 11-29-2019
- Office Locations
- 1
Office Locations
About WMS Wealth Planners
WMS Wealth Planners is a Pittsburgh-based independent RIA delivering plan-first wealth management and financial planning. The team builds individualized plans that drive recommendations across asset management, retirement, tax, estate, and insurance needs. Portfolios use public funds and ETFs and may incorporate alternatives and ESG themes. Custody is primarily with Charles Schwab and the firm uses Orion.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
HERMAN LAIBE KAHN
Chief Advisory Officer, Managing Principal
- CRD
- #1866522
- Ownership
- 75% or more
AARON HAROLD KAHN
CHIEF OPERATING OFFICER, VICE PRESIDENT, VP of Planning, Wealth Management Advisor
- CRD
- #6064121
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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Daniel Barad Eller
--
- CRD
- #7211799
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $313,921,905 | $430,620 |
| Non-Discretionary | $736,625 | $245,542 |
| Total | $314,658,530 | $429,861 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| Private Funds | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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